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Avantax Advisory Services’s Center Bancorp CNOB Stock Holding History

Avantax Advisory Services’s Portfolio CNOB Stock Details CNOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$952K Buy
41,125
+1,122
+3% +$25.6K 0.01% 1199
2025
Q1 		$972K Buy
40,003
+10,724
+37% +$261K 0.01% 1102
2024
Q4 		$671K Buy
29,279
+6,849
+31% +$176K ﹤0.01% 1265
2024
Q3 		$562K Buy
22,430
+102
+0.5% +$2.35K ﹤0.01% 1335
2024
Q2 		$422K Buy
+22,328
New +$419K ﹤0.01% 1475

Other funds holding CNOB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Avantax Advisory Services's CNOB Position: Q2 2025 in Review

Avantax Advisory Services increased its Center Bancorp (CNOB) stake by 2.8% in Q2 2025, buying an estimated $25.6K and bringing the position to 41,125 shares worth $952K. The position accounts for 0.01% of the portfolio, ranked #1199.

Avantax Advisory Services first reported a position in CNOB in Q2 2024 and has held it in 5 quarters since. The position peaked at $972K in Q1 2025. 184 funds tracked by Wall St. Rank hold CNOB as of Q2 2025.

  • Avantax Advisory Services held 41,125 shares of Center Bancorp worth $952K as of Q2 2025.
  • Avantax Advisory Services bought 1,122 Center Bancorp shares in Q2 2025, an estimated $25.6K.
  • Center Bancorp made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1199 holding.
  • Avantax Advisory Services first reported a position in Center Bancorp in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Center Bancorp position peaked at $972K in Q1 2025.
  • 184 funds tracked by Wall St. Rank held Center Bancorp as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.